Northlake’s Style model is recommending Growth again after two months with a neutral signal. The model is picking up on risks to the economic outlook caused by the chaotic implantation of large tariffs on friends and foes alike. Soft data based on surveys of businesses and consumers already reflect heightened recession risk. Economic data releases […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for April. The Market Cap model continues to favor large cap and the Style model remains neutral on growth vs. value. We will not make any changes to client positions that follow our models and will hold the S&P 500 (SPY), […]
After two months favoring growth, Northlake’s Style model shifted back to neutral for March. There is no change to the large cap signal from the Market Cap model that went into effect at the beginning of January. As a result of the new Style model signal, clients using Northlake’s model strategy will see half of […]
Northlake’s Market Cap model flipped from mid cap to large cap for February. The model is picking up the potential for slowing economic growth and higher inflation from policies being put in place by the new administration. Either of these outcomes for the economy historically have led small and mid-cap stocks to underperform large cap. […]
Northlake’s models start 2025 favoring mid cap and growth. We have held mid cap for clients using our thematic models strategy since the beginning of August. The Market Cap model recommended small cap for December. However, we decided to go against the model and stick with mid cap awaiting more confirmation since we considered the […]
Both of Northlake’s models have been on the move over the past six months. At the start of August, the Market Cap model shifted from large cap to mid cap. At the start of May, the Style model shifted to neutral after a yearlong run of growth signals. These changes reflect continued strength in U.S. […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models following the November update. The Market Cap model favors Mid Cap for the 4th consecutive month and the Style model remains neutral on growth vs value for the sixth straight month. This type of consistency is typical as the models are […]
There are no changes to the recommendations from Northlake’s Market Cap or Style model to start 2024. We are sticking with Mid Cap and Growth. Client positions following the models will continue to own the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF) for at least another month. There is underlying movement […]
Northlake’s Market Cap model flipped from Large Cap to Mid Cap for December. Client positions following the model sold holdings in the S&P 500 (SPY) and reinvested the proceeds in the S&P 400 Mid Cap (MDY). Clients using thematic strategies but not our models already have exposure to mid and small cap through core positions […]
Northlake’s Market Cap and Style models again favor large cap and growth for November. As a result, client portfolios that use the models will continue to own the S&P 500 (SPY) and the Russell 1000 Growth (IWF) for at least another month. Clients using thematic strategies but not Northlake’s models have exposure to large cap […]
Office
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Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
